BFWM

Bright Futures Wealth Management Portfolio holdings

AUM $91.2M
1-Year Est. Return 7.11%
This Quarter Est. Return
1 Year Est. Return
+7.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.99M
3
+$1.46M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.3M
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$1.11M

Top Sells

1
+$26.3M
2
+$2.66M
3
+$1.77M
4
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$1.31M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$956K

Sector Composition

1 Technology 14.88%
2 Financials 7.05%
3 Consumer Discretionary 5.17%
4 Communication Services 4.97%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$865K 0.42%
14,308
+3,387
77
$847K 0.41%
17,168
+821
78
$846K 0.41%
8,457
+1,918
79
$839K 0.41%
10,306
+35
80
$838K 0.4%
27,428
-1,617
81
$838K 0.4%
1,415
-79
82
$829K 0.4%
7,108
+162
83
$816K 0.39%
3,638
+52
84
$809K 0.39%
9,862
+3,341
85
$801K 0.39%
14,065
+1,426
86
$796K 0.38%
3,951
+339
87
$795K 0.38%
3,701
+999
88
$794K 0.38%
8,638
-408
89
$778K 0.38%
+8,462
90
$750K 0.36%
2,530
-128
91
$739K 0.36%
+26,299
92
$725K 0.35%
12,405
-3,535
93
$716K 0.35%
2,741
+394
94
$687K 0.33%
35,076
-294
95
$644K 0.31%
6,393
+610
96
$628K 0.3%
23,291
-633
97
$628K 0.3%
13,973
98
$625K 0.3%
10,995
-1,076
99
$622K 0.3%
15,308
+355
100
$607K 0.29%
3,537
-100
2 3
4
5 6